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CAROLINE M. HERRON, D.D.S., M.S.D., P.L.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCAROLINE M. HERRON, D.D.S., M.S.D., P.L.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Plan identification number 001

CAROLINE M. HERRON, D.D.S., M.S.D., P.L.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAROLINE M. HERRON, D.D.S., M.S.D., P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:CAROLINE M. HERRON, D.D.S., M.S.D., P.L.L.C.
Employer identification number (EIN):462850920
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINE M. HERRON, D.D.S., M.S.D., P.L.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01

Financial Data on CAROLINE M. HERRON, D.D.S., M.S.D., P.L.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : CAROLINE M. HERRON, D.D.S., M.S.D., P.L.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-110
Total liabilities as of the end of the plan year2025-08-110
Total liabilities as of the beginning of the plan year2025-08-110
Total expenses incurred by plan in this plan year2025-08-114991
Net assets as of the end of the plan year2025-08-11678097
Total assets as of the beginning of the plan year2025-08-11483170
Value of plan covered by a fidelity bond2025-08-1150000
Participant contributions to plan in this plan year2025-08-1156083
Other expenses paid from plan in this plan year2025-08-110
Other contributions to plan in this plan year2025-08-110
Other income to plan in this plan year2025-08-1145203
Plan net income in this plan year2025-08-11194927
Net assets as of the end of the plan year2025-08-11678097
Net assets as of the beginning of the plan year2025-08-11483170
Employer contributions to plan in this plan year2025-08-1198632
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-114086
2024 : CAROLINE M. HERRON, D.D.S., M.S.D., P.L.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-260
Total liabilities as of the end of the plan year2024-04-260
Total liabilities as of the beginning of the plan year2024-04-260
Total expenses incurred by plan in this plan year2024-04-262561
Net assets as of the end of the plan year2024-04-26483170
Total assets as of the beginning of the plan year2024-04-26249957
Value of plan covered by a fidelity bond2024-04-2650000
Participant contributions to plan in this plan year2024-04-2654424
Other expenses paid from plan in this plan year2024-04-260
Other contributions to plan in this plan year2024-04-2662515
Other income to plan in this plan year2024-04-2618991
Plan net income in this plan year2024-04-26233213
Net assets as of the end of the plan year2024-04-26483170
Net assets as of the beginning of the plan year2024-04-26249957
Employer contributions to plan in this plan year2024-04-2699844
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-262394
2022 : CAROLINE M. HERRON, D.D.S., M.S.D., P.L.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-310
Total liabilities as of the end of the plan year2022-08-310
Total liabilities as of the beginning of the plan year2022-08-310
Total expenses incurred by plan in this plan year2022-08-310
Net assets as of the end of the plan year2022-08-31101075
Total assets as of the beginning of the plan year2022-08-310
Value of plan covered by a fidelity bond2022-08-3125000
Participant contributions to plan in this plan year2022-08-3128364
Other expenses paid from plan in this plan year2022-08-310
Other contributions to plan in this plan year2022-08-310
Other income to plan in this plan year2022-08-310
Plan net income in this plan year2022-08-31101075
Net assets as of the end of the plan year2022-08-31101075
Net assets as of the beginning of the plan year2022-08-310
Employer contributions to plan in this plan year2022-08-3172711
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-310

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